Professional Services

Dedicated MarginPoint resources deliver successful implementations and optimized results

MarginPoint has the expertise, insight and experience to successfully implement and optimize any type or size of customer.

Experience Matters

Dedicated and Knowledgeable Team

MarginPoint offers a number of professional services to our customers, with team members based across the U.S.

Our Customer Success Managers (CSMs) are responsible for ensuring your implementation is completed in accordance to your needs, and that it maximizes the benefits of your investment. They have a deep understanding of industry-specific business process flows and functions, and can assess your business and guide you in getting the most out of the MarginPoint suite of products.

Key Services Provided:

What we do before, during and after implementation:
  • Design, Implement & Deploy
  • Post-Deployment Optimization
  • Data Services
  • Business Process and Advanced Product Use
  • Reporting Key Performance Indicators (KPI’s)
  • Dashboard Visualizations
  • Education & Training
  • Support Services

Implement & Optimize

Dedicated resources to ensure benefits are realized quickly

The CSM will involve the right personnel with the right skills in the implementation, and ensure the work is performed following established methodologies, on schedule. They will manage conversion of data from the old system and facilitate data migration, following an architecture precisely formulated for you. Once all data is in place and the applications are ready, they will train your personnel and provide assistance after implementation to ensure a smooth transition.

Contact MarginPoint


+1 888 964 2142

Call us to reach Sales, Support or Billing. We’re available Monday through Friday 5 am – 5 pm Pacific.